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WealthTrust Axiom LLC: VPV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthTrust Axiom LLC on VPV, newest first. How the timeline and the estimate are built.

WealthTrust Axiom LLC held 34,989 VPV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,989 shares
    Change vs previous 13F +9 shares

    0.09% of the 13F portfolio, value $396,076.

    13F-HR 0001425949-26-000009 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 34,980 shares
    Change vs previous 13F +8 shares

    0.09% of the 13F portfolio, value $369,743.

    13F-HR 0001425949-26-000005 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,972 shares
    Change vs previous 13F +9 shares

    0.09% of the 13F portfolio, value $365,803.

    13F-HR 0001425949-26-000004 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,963 shares
    Change vs previous 13F -1,991 shares

    0.1% of the 13F portfolio, value $361,166.

    13F-HR 0001425949-25-000004 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 36,954 shares
    Change vs previous 13F +9 shares

    0.11% of the 13F portfolio, value $371,757.

    13F-HR 0001085146-25-004962 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,945 shares
    Change vs previous 13F -1,247 shares

    0.11% of the 13F portfolio, value $376,471.

    13F-HR 0001085146-25-003158 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 38,192 shares
    Change vs previous 13F -492 shares

    0.12% of the 13F portfolio, value $392,994.

    13F-HR 0001085146-25-001260 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 38,684 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $437,516.

    13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).